Monday Mid-DayLearning Opps

Improving Retirement Outcomes

  • Monday, July 31
  • 02:00 PM - 03:15 PM
  • Minneapolis Conv Ctr
  • 102D
  • BMO


Beryl Ball

Senior Vice President, Financial Advisor


Richmond, Virginia

Karen Casillas

Vice President, Financial Advisor


Westlake Village, California

Thomas Phizacklea

Vice President for Administration and Finance

McDaniel College

Westminster, Maryland

Bruce White

Vice President and Managing Director and Higher Education Practice Leader

Fidelity Investments


Retirement readiness is an ever-increasing cause for concern for higher education retirement plan sponsors. A number of strategies have proved successful in helping employees address challenges and improve their likelihood for a sound retirement. The topics covered will include increasing employee engagement; options for education and advice; and deliverables to improve savings rates, diversification, portfolio risk, and withdrawals.

Learning Objectives

  • Understand preparation and executing strategies that can drive improved retirement outcomes.
  • Partner with advisors, service providers, and outside parties for optimal results.
  • Employ creative strategies to help employees prepare financially for their next chapter in life.